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Actionability (Log and Communicate)

Learn how to log your daily tasks, notes, offline activities, and how to communicate with your customers.

  • Whitelist CustomerSuccessBox Gmail OAuth App as a Trusted App in G-suite

    Background Due to an increase of scope to Google's ongoing commitment to protecting your data, it is required as of now to whitelist CustomerSuccessBox Gmail OAuth App in your GSuite. This change pert...

  • Connecting Microsoft Office365 mailbox

    Objective This article will cover connecting your Outlook account to: Sync your customer communications with CustomerSuccessBox Send out emails to your customers directly from CustomerSuccessBox via y...

  • Logs

    Log Section of the Account's Page allows you to keep Log of various Activities. You can easily review the Logs as well. Following details, need to be specified while adding a Log: Event Type: The Type...

  • Call

    Objective This article will cover registering your phone number to call your customers directly from CustomerSuccessBox using out-of-the-box Twilio integration. Who’s this for? This article is for eac...

  • Notes

    Notes Section of the Account's Page allows you to Create and Manage Notes for yourself. You can easily review the Notes in the Timeline as well. Following details, need to be specified while adding a ...

  • Tasks

    Tasks Section of the Account's Page allows you to Create and Manage various tasks for yourself in an organized and clean way. For eg., Account's Renewal Date is coming the next month and you want to S...

  • Connecting Google Apps mailbox to CustomerSuccessBox

    Overview One of the major focus of CustomerSuccessBox is actionability. This article will cover connecting your Gmail account to CustomerSuccessBox. Once connected you don’t have to switch between tab...